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Mobius Financial Planning
Mobius Financial Planning: Commission-free, tailored financial guidance in Richmond.
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Insurance
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Mobius Financial Planning: Commission-free, tailored financial guidance in Richmond.
Mobius Financial Planning provides tailored financial planning and insurance guidance in Richmond, BC. Clients commend the advisor's understanding, organized and prepared meetings, and patient, thoughtful support. The service emphasizes commission-free, conflict-free advice, with clear explanations, multiple options, and easy access to answers for ongoing guidance.
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Customized strategies to align with your spending habits, goals, and life changes, including retirement and savings plans.
Comprehensive insurance advice and quotes for life, health, and other coverage, tailored to your budget and needs.
Non-commission-based investment advice to optimize portfolios and navigate market changes with transparency.
Patient explanations of financial concepts and jargon, empowering you to make informed decisions.
Regular check-ins and responsive communication to adjust plans and address questions as life evolves.
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Overall rating
Matt Cowan
I had a great experience working with Bily! He’s very understanding and developed a plan that was suited to my needs. I had some unexpected “life stuff” happen and had to liquidate my investments and Bily was very understanding and helped me navigate it. I would definitely recommend Bily to my friends and family. I am hopeful to return to work with Bily in the future. Thank you Bily.
Joshua Power
My wife and I had the pleasure of working with Bily to develop a short term financial plan to help us meet our long term goals. Bily guided us through a thorough process where he came to understand our spending/goals and created a tailored plan for us. He came to each meeting organized and prepared and he always made lots of room for patient discussion and questions. You can tell from the moment you start working with Bily that he cares deeply about what he does and supporting the people he works with. I’d highly recommend working with him to anyone looking for honest, thoughtful support with their financial planning journey.
Fabio K.
It has been great working with Bily. I think it's hard to establish a bond of trust when financial matters are involved, but Bily was quick to reassure me and made me feel comfortable with every decision we've made throughout this path. He explained concepts diligently and presented multiple options to every aspect we discussed, and this made me learn quite a bit on personal finances. Lastly, what I really appreciate is how he is always easy to reach out to whenever I have any questions. Thank you Bily, and hope to continue working together for many years ahead!
Josh and Charlene
Finances are SO important but I don't have time to learn about all the options and stay on top of things myself! I just want to meet regularly with someone to help me summarize and optimize things. Working with Bily has been a great decision. His advice is free of conflict of interest because it's not based on commission. He makes things easy to understand and educates us on financial concepts. He is a great listener and completely personalizes things based on our needs. Without him we'd just set it and forget it. Bily is constantly looking out for our interests, going above and beyond to find us the best quotes, connecting us with the right people. Really appreciate having him as a resource and really trust him as an adviser!
Gabriel Chan
Bily is a great advisor who takes the time to really understand your financial and insurance needs. As a result, he has laid out a comprehensive plan that is tailored to help me to reach my goals within my budget. He is always quick to respond and effectively explains finance and insurance concepts and jargon. Bily never pressured me to buy any products from him, but gave me the time and resources to make informed decisions. He's someone that has my best interests at heart and I would recommend him for his value-added service
